Thoughts on the first quarter:
Firstly, for large capital choosing the ETH ecosystem and DeFi sector, such as UNI, AAVE, LINK, CRV, because the arrival of altcoin season must rely on ETH to lead the charge. Additionally, recently, the US Ethereum ETF has started to see net inflows. For small capital, it is essential to pay attention to
AI + MEME sectors, such as FET, wif, pepe, floki. If there is a new narrative, one must actively participate. MicroStrategy has reduced its purchases from over 10,000 bitcoins each time to only enough to buy over 2,100 this time, and the market rates have shown negative values. The greed index has also dropped to 50, and the entire market is in an adjustment phase.
However, as the saying goes, the early duck knows the warmth of spring water. Recently, exchanges have started frequently launching new listings. Binance's Bio new listing has not yet ended, and the next Solv has begun to go online with Megadrop. Other exchanges are also launching new listings, and exchanges are continuing to inject heat into the market. Therefore, we should not miss these opportunities, and we can participate in various exchanges' new listings through hedging or lending methods.
